See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,734 | $49,177-37.5% | $79,464-61.3% | $64,186-52.1% |
| Participation rate | 84.3% | 65.0%+19.3pp | 73.3%+10.9pp | 69.6%+14.7pp |
| Annual return | -9.42% | -1.16%-8.3pp | 718.14%-727.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,917 | $2,076+40.5% | $2,800+4.1% | $2,381+22.5% |
| Participant deferral / active EE | $5,838 | $2,821+106.9% | $3,704+57.6% | $3,470+68.3% |
| Admin fee / account holder | $486 | $3,839-87.4% | $5,113-90.5% | $4,888-90.1% |